Download as pptx, pdf, or txt
Download as pptx, pdf, or txt
You are on page 1of 4

FUNDAMENTAL OF

INVESTMENT
Name: Arati Gaud
Class: SY B.Com
Div. : A
Roll no. : 18021
1) What is your age ? 5) Occupation/Profession
 20-40 years  Salaried
 40-60 years  Professional
 Above 60 years  Business
 Others, specify
2) Sex
 Male 6) Number of earning members
 Female  1
 2
3) Marital Status  3 and above
 Married
 Unmarried 7) Monthly income
 Divorced  Below Rs. 20,000
 Widowed  Rs. 20,000 - Rs. 40,000
 Rs. 40,000 - Rs. 60,000
4) Education background  Rs. 60,000 and above
 School education
 College education 8) House Ownership
 Professional  Own
 Others, specify  Rented
2
9) Various investment in your portfolio
 Shares
 Debentures/Bonds
 Mutual funds
 Gold/Silver
 Others, specify

10) Category of investor


 Long term
 Day trader
 Both

11) Monthly income


 Own saving
 Borrowing
 Both

12) State the various sector stocks you have invested


in  Fast moving consumer  Multinational companies
 IT sector goods  Others, specify
 Bank sector  Public sector enterprises
3
Thank You

You might also like